socialfinanceservices.org

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We assist Individuals to build and maintain financial freedom while working with their current supports. Our mission is to help those who need assistance with financial decisions and to promote financial freedom for individuals with disabilities.

About us

Our agency was born out the need to serve others. In 2018, our agency started its journey in helping those in need. 2021 Our agency received its non-profit status as a 501(c)(3). We work with individuals who have disabilities have a voice on how their funds are distributed.

Services

- Representative Payee Services for Northern Minnesota Only

- Veterans Affairs Fiduciary

-Private assistance with money management for individuals with disabilities

-Guardianship/conservator

-Trulink spending cards for individuals that cannot get bank accounts and need help

Application for Services

This packet must be filled out completely. If a section does not apply, please mark NA in the section. If a section is not filled out SFS has the right to hold application until form is completed fully.

Documents required to be sent with the application are as follows

Birth Certificate copy- Must have this for opening bank account
Social Security card copy- Must have this for opening bank account
State ID or Drivers License if Possible
GRH LETTER AND HOUSING INVOICE
COPIES OF ALL VENDOR INVOICES THAT PAYMENTS WILL BE MADE TO
COPIES OF TRUST FUNDS/BURIAL FUNDS/STOCKS/BONDS
PAYSTUBS FOR THE PAST 2 YEARS OR PROOF THAT THEY HAVE BEEN REPORTED TO SSA
CERTIFIED COURT RECORD OF GUARDIANSHIP – CANNOT BE A COPY MUST BE CERTIFIED DOCUMENT

OTHER DOCUMENTS MAY NEED TO BE OBTAINED.

SERVICES THAT WE PROVIDE

BUDGET EDUCATION

PAST DUE BILL NEGOTIATION

ASSISTANCE WITH SELF FILING OF TAXES- WE ARE NOT A LICENSED TAX PREPARER

FILLING OUT HOUSEHOLD UPDATE FORMS

SSA REPORTING-

DISABILITY REPORTS WILL BE SENT TO HOUSING/GUARDIAN DUE TO NATURE OF INFORMATION NEEDED

ANNUAL REPORTS AND AUDITS WILL BE HANDLED BY SFS.

ASSISTING WITH FILLING OUT HOUSING APPLICATIONS AND OTHER PROGRAM FORMS

Full Legal Name (First, Middle, Last) *

Upload Copy of State ID or Drivers License *

Date of Birth *

Upload Copy of Birth Certificate *

Social Security Number *

Upload Copy of Social Security Card *

Gender at Birth *

Male
Female

Telephone Number *

Physical Address *

Mailing Address if different

Date moved into that address *

Previous Physical Address *

Mothers Maiden Name *

City and State of Birth *

Has the individual been married *

Yes
No

Spouses Name *

Spouses Address *

Date Married *

Date Divorced Widowed *

Member of an American Indian Tribe if so which tribe and please put down tribal ID number *

Is there a Guardian *

Please upload copy of Guardianship paperwork here *

When was guardianship ordered? *

Reason for Guardian? *

County Case Manager (Name, and Phone number) *

Other supporting workers (Name and Phone number) *

Emergency contact- Next of Kin (Name, address, phone number) *

Wages in the past 2 years *

Yes
No

Assets *

Checking account
Savings Account
Burial / Life Insurance
Stocks/Bonds/Trusts
Vehicles
Boats
ATV
Property
Other items worth more than $500.00

Upload Copies of Assets

Expenses *

Housing (rent/mortgage)
Utilities (electric/gas/heat)
Phone (TV/Cellphone)
Other Bills

Upload copies of bills

Any other documents you would like to send to our agency

Any other information you would like to share. *

Leave this field empty

Required documents - please sign and return with application

ROI Pdf

PDF – 725.0 KB 88 downloads

Download

Contact

Have a question? Send us a message and we'll get back to you as soon as possible!

Name *

Email address *

Message *

If you need to share documents with our agency please attach here

Leave this field empty

Important Fees

While our agency is a nonprofit organization, we have operating expenses that we must pay for. We currently do not operate under any grants and are self-maintaining with the approved Service Fees. If an individual is unable to afford the fee, we will consider waiving fees or negotiating them for a lower rate.

Representative Payee Fee up to $55 for Social Security Funds as approved by Social Security Administration

Veterans Affairs Fiduciary fee up to 4% of VA funds as approved by VA Hub

Trulink Spending card- nonnegotiable $12 per month fee paid to Trulink.

Guardian Conservator fees as approved by the courts.

Personal Accountant for individuals with disabilities- negotiated before services start. Free consultation.

Donations

If you would like to donate to our agency, please send a check to

Social Finance Services

Po Box 166

Park Rapids MN 56470